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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NR
1351
Newfound Research
Massachusetts
$78K -$11.8K -33 -11%
WB
1352
Webster Bank
Connecticut
$77K – – –
OA
1353
Operose Advisors
Wisconsin
$75K – – –
WPA
1354
West Paces Advisors
Georgia
$74.5K – – –
FMII
1355
Farmers & Merchants Investments Inc
Nebraska
$70K +$15.7K +44 +24%
AA
1356
Ancora Advisors
Ohio
$68K -$3.94K -11 -5%
HGERS
1357
Householder Group Estate & Retirement Specialist
Arizona
$68K +$80.5K +225 New
GRP
1358
Global Retirement Partners
California
$66K -$10K -28 -12%
WTA
1359
Washington Trust Advisors
Massachusetts
$65K -$24.3K -68 -24%
RA
1360
Rise Advisors
New York
$65K +$62.6K +175 +473%
CHA
1361
Carmichael Hill & Associates
Maryland
$64K – – –
HWA
1362
HHM Wealth Advisors
Tennessee
$63K – – –
FWM
1363
Focused Wealth Management
New York
$62K – – –
CT
1364
Caldwell Trust
Florida
$61.1K – – –
PGAM
1365
Princeton Global Asset Management
New Jersey
$61K – – –
ETC
1366
Exchange Traded Concepts
Oklahoma
$58K -$267K -746 -80%
AWM
1367
Atticus Wealth Management
Florida
$57K – – –
WFA
1368
West Financial Advisors
Iowa
$56K – – –
CAC
1369
Core Alternative Capital
Georgia
$55K +$358 +1 +0.6%
MHR
1370
Matthew Hamilton Rosenberg
$54K +$13.6K +38 +27%
M
1371
MOTCO
Texas
$52K -$2.86K -8 -4%
CYG
1372
Clean Yield Group
Vermont
$49K – – –
GIS
1373
Grayhawk Investment Strategies
Alberta, Canada
$48K – – –
GFPC
1374
Global Financial Private Client
Florida
$46.1K -$15.7K -44 -23%
EWM
1375
Evermay Wealth Management
Virginia
$46K – – –
53 54
55
56 57